Hoese & Co’s W.P. Carey WPC Stock Holding History

Hoese & Co’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-160	Closed	-$9.98K	–	153
2025 Q2	$9.98K	Hold	160	–	–	0.01%	137
2025 Q1	$10.1K	Hold	160	–	–	0.01%	120
2024 Q4	$8.71K	Buy	+160	New	+$9.12K	0.01%	134

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoese & Co's WPC Position: Q3 2025 in Review

Hoese & Co sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 160 shares — an estimated $9.98K sold.

Hoese & Co first reported a position in WPC in Q4 2024 and held it in 3 quarters. The position peaked at $10.1K in Q1 2025. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

Hoese & Co reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
Hoese & Co sold 160 W.P. Carey shares in Q3 2025, an estimated $9.98K.
Hoese & Co first reported a position in W.P. Carey in Q4 2024 and held it in 3 quarters.
Hoese & Co's W.P. Carey position peaked at $10.1K in Q1 2025.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Hoese & Co's 13F filing for Q3 2025, filed 16 Oct 2025.